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XTRF Home Portal Modules

Instructions tab (Quote)

In this tab, you can check the available instructions for the quote, edit them, or add new ones.

Instructions_Classic.png

  • (Optional) Select the Show Note on Dashboard checkbox to mark the project with the Dashboard_note.png icon in the Dashboard module > Classic Dashboard > Open Projects display.

Field visibility

  • Notes are visible to all responsible parties.

  • Internal Special Instructions and Payment Note for Client are visible to your company users.

  • Special Instructions from Client are visible to you and your client.

  • Special Instructions for Vendor are visible to you and your vendors.